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Schwab Strategic Tr shares owned by Lido Advisors

Quarter-by-quarter ownership of Schwab Strategic Tr (SMBS) shares owned by Lido Advisors from 13F filings

Historical chart of Lido Advisors investment in Schwab Strategic Tr

Tip: Access up to 7 years of quarterly data

All positions including Schwab Strategic Tr held by Lido Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Schwab Strategic Tr by Lido Advisors

Quarter filed Position value Share count Share price at filing
2025-06-30 $471k 19k 25.47

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Spdr S&p 500 Etf Tr Tr Unit Call Option (SPY)
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NVIDIA Corporation Put Option (NVDA)
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View all positions for Lido Advisors

Top funds holding Schwab Strategic Tr

Charles Schwab Investment Management
CacheTech
Adams Wealth Management
Citadel Advisors
Goldman Sachs Group
LPL Financial
Susquehanna International
Chapman Financial Group
Mariner Wealth Advisors
Jane Street
Chapin Davis
Orin Green Financial
Empirical Financial Services, LLC d/b/a Empirical Wealth Management
Copperwynd Financial
John W. Brooker & Co., CPAs

View all funds holding Schwab Strategic Tr